ESOP · DOL Form 5500 · 2024
Carney, Sandoe & Associates, Inc. ESOP
Data updated 2026-08-11
- $22M
- Total assets
- 36
- Participants
- 72nd
- Percentile by assets
- $600,486
- Avg per participant
Official DOL plan name: Carney, Sandoe & Associates Employee Stock Ownership Plan · Sponsored by Carney, Sandoe & Associates, Inc. · Massachusetts · Administrative & Support Services
$22M in assets, 36 participants
Carney, Sandoe & Associates, Inc.'s Carney, Sandoe & Associates Employee Stock Ownership Plan reported $22M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 72nd percentile by assets (of 123,622 plans)
- #3,724 in Administrative & Support Services (4,368 peers)
Carney, Sandoe & Associates, Inc. multi-year trail
Carney, Sandoe & Associates, Inc.'s plans moved -18.5% in assets from 2022 to 2024; this filing shows Carney, Sandoe & Associates Employee Stock Ownership Plan at $22M / 36 participants.
- $22M
- total plan assets (2024 EOY)
- 36
- covered participants
- 72nd
- percentile by assets (of 123,622 plans)
- $600,486
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Carney, Sandoe & Associates Employee Stock Ownership Plan sits by total assets
Carney, Sandoe & Associates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,617,485 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carney, Sandoe & Associates Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Carney, Sandoe & Associates Employee Stock Ownership Plan end-of-year assets fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Carney, Sandoe & Associates Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2023 filing to 36 in the plan year 2024 filing.
Carney, Sandoe & Associates, Inc. across 3 plan years on file
Across the 3 plan years Carney, Sandoe & Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $27M to $22M, a decline of 18.5%, while reported participants moved from 29 to 36 (+24.1%). Peak year by sponsor assets: 2022 ($27M); trough: 2024 ($22M).
Carney, Sandoe & Associates, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $27M |
| 2023 | 1 | 37 | $23M |
| 2024 | 1 | 36 | $22M |
Carney, Sandoe & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$1M |
| Employer EIN | 043401502 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
- The Gillette Company Employee Stock Ownership Plan $368M · 139
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
- David Clark Employee Stock Ownership Plan $183M · 236
- New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Carney, Sandoe & Associates Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Carney, Sandoe & Associates Employee Stock Ownership Plan assets move in 2024? ▼
How have Carney, Sandoe & Associates, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Carney, Sandoe & Associates Employee Stock Ownership Plan? ▼
Next read for Carney, Sandoe & Associates Employee Sto…
Multi-year trail
Ways to act on Carney, Sandoe & Associates Employee Stock Ownership Plan's numbers.
- By total assets, Carney, Sandoe & Associates Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
- Carney, Sandoe & Associates, Inc.'s sponsor-wide assets have declined 18.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans